Most Important 401k Improvements For 2020
What 401k improvements are you considering for your plan in 2020? Most leading edge employers will have the following items on their list of 401k improvements for the coming year.
Should You Offer Only Index Funds In Your 401k Plan?
A number of retirement plan experts believe that 401k plan participants should only be allowed to invest in index funds. They say the additional cost that participants pay for actively managed mutual funds is not justified by better performance.
Make Sure Your 401k Investment Fund Lineup Includes These 8 Key Features
Based upon more than 30 years of experience working with employer retirement plan sponsors, here are my thoughts on what should be included in your 401k investment fund lineup.
Your 401k Investment Committee’s Most Important Fiduciary Responsibilities
As a 401k investment adviser who is also an Accredited Investment Fiduciary (AIF), I have worked with investment committees for decades. During that time, I have found the following three fiduciary responsibilities to be most important for every 401k investment committee.
8 Questions Employers Have About Fiduciary Responsibility
As an Accredited Investment Fiduciary (AIF), I am a retirement plan fiduciary compliance expert. Following are answers to the eight fiduciary questions I hear most often from employers.
9 Important Questions To Ask Your Financial Advisor
How to find out if you are working with an advisor whose background is best for your needs.
9 Of 10 Best Performing Funds Through June Are Actively Managed
None are index funds and only one is an ETF.
How To Successfully Manage Your 401k
Follow these 10 steps to achieve your retirement goals.
Investment Funds That Pay You To Invest Are Coming
SEC filing shows new fund intends to pay investors for their money.
Index Investing Not A Good Investment Strategy For Most Investors
If you are paying an advisor, active management appears to make more sense.